Client Services Executive

Client Services Executive (CSE)

\n £40,000–£50,000 (DOE) + excellent benefit

sAre you an experienced financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters

?
\n We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 10 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client bas

e.
\n The Opportun

ityThis is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediari

es.You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activiti

es.The environment is fast-moving, collaborative and detail-driven — perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressu

re.
\n Key Responsibili

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• tiesActing as a key point of contact for IFAs and intermediaries, managing queries via phone and e
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• mailSupporting client onboarding processes including KYC and regulatory documenta
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• tionPreparing client meeting packs, valuations, and reporting mater
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• ialsProcessing client instructions including payments and portfolio-related acti
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• vityMaintaining accurate and compliant client records and documenta
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• tionLiaising with internal teams including Operations, Compliance, and Data Assur
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• anceSupporting wider office coordination, including occasional reception and meeting room manage
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ment
\n Abou

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• t You10 years’ experience within financial services (IFA or wealth management highly desir
\n
• able)Confident communicator who enjoys building relationships over the
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• phoneHighly organised with strong attention to detail and time management s
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• killsComfortable working in a fast-paced, high-volume enviro
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• nmentHands-on, proactive, and willing to support across multiple functions when n
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• eededExperience using CRM systems (Xplan advantag
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eous)
\n Why

\n
• Apply?Join a highly regarded investment management environment with a strong reputation for service exce
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• llenceGain exposure to both portfolio management and financial advisory oper
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• ationsDevelop your technical knowledge and build a long-term career in wealth mana
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• gementBe part of a supportive, collaborative team that values accountability and
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growth
\n If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial se